Participant Services Financial Solutions Advisor (Series 7 Required)
Bank of America•Cockeysville, MD
462d•$65,000 - $85,000
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About The Position
The Participant Services Financial Solutions Advisor at Bank of America is responsible for engaging participants in goals-based conversations to provide education and guidance regarding their financial needs. This role involves working in a contact center environment to assist Merrill 401k and Equity Plan Participants, ensuring a smooth transition and continuation of their relationship with Bank of America/Merrill. The advisor will leverage their knowledge of investments and financial markets to deliver client-centric solutions and build long-term relationships with participants.
